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1. Understand the importance of defining a fund’s investment philosophies.

2. Decide which philosophies work best for your fund.

3. Grasp the core analysis required for each investment philosophy.

INVESTMENT PHILOSOPHY

Definition: An investment philosophy is a set of rules, behaviours and procedures designed to guide a portfolio manager’s selection of an investment portfolio.

Common investment philosophies include value, growth, and growth at a reasonable price (GARP) investing. There isn’t a correct investment philosophy and portfolio managers will often incorporate several of them into their investment process.

Importance: Defining a fund’s investment philosophy is important for directing the analysis ...

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